Reviewed by the Softwares.com Editorial Team · Last updated June 2026 · How we rate
Key facts
- Vendor
- Starburst Labs
- Pricing
- Subscription — From $45/user/mo
- Free tier
- Free trial (14 days)
- Platforms
- Web, Ios, Android
- Best for
- Rias, Advisors
- Editor rating
- 4.7 / 5
- Founded
- 2014
- Headquarters
- Providence, RI, USA
What is Wealthbox?
Wealthbox is a wealth management tool from Starburst Labs. Wealthbox is a modern, easy-to-use CRM built specifically for financial advisors and RIAs.
Wealthbox uses subscription pricing with a 14-day free trial. From $45/user/mo.
It's best suited to rias, advisors and runs on Web, Ios, Android.
Standout strengths include easy to use, advisor-specific, good integrations. Worth weighing: lighter than enterprise crms.
Wealthbox pricing
Pros
- Easy to use
- Advisor-specific
- Good integrations
Cons
- Lighter than enterprise CRMs
Wealthbox vs alternatives
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Frequently asked questions
What is Wealthbox?
Wealthbox is a modern, easy-to-use CRM built specifically for financial advisors and RIAs.
How much does Wealthbox cost?
Wealthbox is subscription-priced. Paid plans start at $45/user/mo.
Does Wealthbox have a free trial?
Yes — Wealthbox offers a 14-day free trial.
What platforms does Wealthbox support?
Wealthbox is available on Web, Ios, Android.